FinWin: March 2010

IMPORTANT! Please read disclaimer..before proceeding

The author of this blog isn't a certified financial advisor or a certified financial planner. Please consult a qualified financial planner / certified financial advisor before taking any actual investment decisions. Views expressed on investments is purely authors own opinion / experience and shouldn't be construed as an investment advice. All information on this blog is just a point of view from authors perspective merely for educational and informational purpose only.
There is no guarantee / certainty of profits or windfall gains to be made on the basis of data or information on this blog. The author accepts no liability for any interpretation of articles or comments on this blog being used for actual investments.

Wednesday, March 31, 2010

Checklist for Tax as of 31 Mar 2010

Listed below is quick check list of data to be needed for close of FY10 as of 31 Mar 2010 end of day(eod)
1> Dividend received through the year 09-10
2> Interest earned on FD/RD or other tax saving instruments
3> Statement of Demat account as well as Demat holding eod 31 Mar
4> All tax saving investment proofs
5> Statement of Medical reimbursement claimed
6> Any LTA claimed and supporting documents
7> Any donations related tax exempt proofs

The above list is just indicative and not exhaustive

Tuesday, March 23, 2010

CAGR for Monthly Deposits

Click here to view /download Compounded Annual Growth Rate (CAGR) calculator for regular monthly savings at varied rate of interest.

This is an important utility for calculating compounded annual growth rate (CAGR) given regular monthly investments, period (in yrs) and at targeted interest p.a. The worksheet calculates interest annually and not monthly. Though I have tried to maintain accuracy there is no guarantee of it. The Amount projected is in '000's.

In case you face any issues to download or save the spreadsheet mail me at vivek.ruparel@gmail.com

See sample below: